Builder · presets · pricing
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Builder guide

Presets and catalogues that match quotes.

Standard door configurations, pricing keys aligned to the price book, and quote flow so commercial output matches what installers actually build.

Catalogue Keys Quotes Overrides

Builder presets are how commercial and install agree what “standard” means before the first quote leaves.

Preset catalogue

Install configurations
FD30S + hardware
Default closer · hinges set
FD60 pairs
Coordinator + leaf rules
Ironmongery packs
Keyed to price lines
Variants
Vision panel · fanlight flags
Acoustic
Ratings locked to tested pairs
Smoke
Seals + drop-down rules preset

Catalogue discipline is what stops “special” every door.

Retire obsolete presets — stale SKUs are how wrong ironmongery ships to site.

Pricing keys

Map to commercial
Line keysMatch CSV price book codes
OverridesException path · reason captured
Quote pullBuilder preset fills draft lines
RevisionPreset change bumps quote version
CSVPrice book hash logged on import
QASample quote vs preset monthly

When keys drift, quotes quietly go wrong — keep maps visible.

Overrides need a reason code — otherwise every door becomes a one-off.

Delivery check

Before issue
✓Spec on quote matches selected preset
✓Labelling and ratings consistent with register
✓RAMS references same job and door list
✓Full guide links pricing CSV + quote workflow
✓Client-facing description matches internal preset name
✓Lead times align with supplier column in CSV

Ties install standardisation back to commercial documents.

Guide below Pricing CSV →

Walk the inspection → quote guide next if approvals sit outside your workspace.